Creating versions

Generally, report set result versions are created when an end user runs a report set in Advanced Run or Schedule mode. However, to create a new version for a report set or catalog, you have to publish a report set or catalog respectively from outside of JReport Enterprise Server, and then make the old and the new share one common resource node.

Creating report set/catalog versions

The method for creating versions for report set and catalog are the same:

Access the publish dialog using either of the following ways:
- For administrators, on the JReport Administration > Reports page, open the folder that contains the report set/catalog for which you want to create a new version, then click the Publish to Local Server or Publish to Remote Server link.
- For end users, on the JReport Console > Reports page, open the folder that contains the report set/catalog for which you want to create a new version, then click Publish > Publish to Local Server/Publish to Remote Server.
In the corresponding publish dialog, select Report Set/Catalog from the Resource Type drop-down list.
Fill in the path and name of the to-be-published report set/catalog in the From File text box.
In the Resource Node Name box, type the name of the resource node for where you want to create the new version to. The name you provide must be exactly the same as the original resource node name.
Apply an archive policy to the report set/catalog version.
Fill in other relevant information as required.
Click OK to publish the report set/catalog (for details about publishing resources from a local or remote computer, see Publishing resources).

The report set/catalog will then be added to the server resource tree, and serve as a version of the report set/catalog.

Note: In order to perform operations on catalogs published from outside of JReport Enterprise Server, you need to enable them to be displayed on the server resource tree by setting the web.page.option.show_catalog property to true in the server.properties file. Then the catalogs will be displayed in the resource tree, and you can view their corresponding versions and properties.

Creating report set result versions

A report set result version can only be created by advanced running the report set or by scheduling the report set to publish it to the versioning system on the JReport Console page.

When advanced running a report set, in the Archive tab of the Advanced Run dialog,
1. Specify where to save the result version by setting the Archive Location option.
  - To generate the report set result version in the built-in folder, select Built-in Version Folder.
  - To generate report set result version in a standalone resource node in the resource tree, select The My Reports folder or The Public Reports folder, and then provide the path and resource name information in the corresponding box.
2. Apply an archive policy to the version as required and submit the task.
Then, when the report set finishes running, a report set result version will be generated to the location specified.
When scheduling a report set to publish it to the versioning system, in the Publish > To Version tab of the Schedule dialog
1. Specify where to save the result version by setting the Archive Location option.
  - To generate the report set result version in the built-in folder, select Built-in Version Folder.
  - To generate report set result version in a standalone resource node in the resource tree, select The My Reports folder or The Public Reports folder, and then provide the path and resource name information in the corresponding box.
2. Apply an archive policy to the version as required and submit the task.
Then, when the schedule task is finished, a report set result version will be generated to the location specified.

Notes:

The resource path and name refers to the resource path and name in the resource tree. For instance, /foldername/filename.
For The Public Reports folder option, the first slash mark (/) refers to the Public Reports folder in the resource tree, and the folder name (foldername) refers to an existing folder in the resource tree.
For The My Reports folder option, the first slash mark (/) refers to the My Reports folder in the resource tree, and the folder name (foldername) refers to an existing folder in the resource tree.
When generating report set result versions in an existing standalone resource node in the resource tree, for example, creating a new version for a resource node, you should make sure to provide the path and name of the existing resource for The Public Reports folder or The My Reports folder option.